Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,605,300
+$600,507 QoQ
Shares Held
132,224
+11.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#526
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIT INVESTMENT ASSOCIATES INC holds $36,318,190 across 11 Utilities - Regulated Electric names. NEE ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
132,224 | $11,605,300 | |
| 2 | PPL |
PPL Corp
|
267,665 | $9,729,622 | |
| 3 | EVRG |
Evergy, Inc.
|
87,125 | $7,530,213 | |
| 4 | IDA |
Idacorp Inc
|
24,050 | $3,638,765 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
21,980 | $2,566,604 | |
| 6 | AEE |
Ameren Corp
|
5,688 | $642,971 | |
| 7 | DTE |
Dte Energy Co
|
1,970 | $300,168 | |
| 8 | MGEE |
Mge Energy Inc
|
1,730 | $141,064 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,605,300 | 132,224 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,004,793 | 118,484 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,820,812 | 122,332 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,327,571 | 83,820 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,285,772 | 90,547 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,468,499 | 91,247 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,223,699 | 100,763 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,949,066 | 153,189 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,320,161 | 173,989 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,124,687 | 64,539 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,956,239 | 65,134 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,920,463 | 103,342 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,235,101 | 232,279 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,758,815 | 191,474 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,131,525 | 228,846 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,185,590 | 219,176 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $19,002,797 | 245,324 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $18,995,285 | 224,239 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $22,235,457 | 238,169 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $19,248,706 | 245,144 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,961,221 | 245,104 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $18,728,672 | 247,701 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $19,401,604 | 251,479 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $17,935,649 | 64,619 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,958,095 | 66,445 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $15,350,352 | 63,795 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||